Skip to main content

Value Line Inc

VALU
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0000717720

No open-market purchases or sales by Value Line Inc insiders were filed in the last 90 days; 52 institutions reported holding it in 13F filings for Q2 2026, worth $21.2M in total; no superinvestor holds it.

13F holders, Q3 2025

Institutional positions in Value Line Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
55
+7 vs. Q2 2025
Shares held
531.0K
+32.4K (+6.5%) vs. Q2 2025
Total value
$20.8M
+$1.23M (+6.3%) vs. Q2 2025
New holders
7
19 more added
Sold out
0
13 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VALU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2025: 55 institutions
Q1 2021: 36 institutionsQ2 2021: 36 institutionsQ3 2021: 36 institutionsQ4 2021: 40 institutionsQ1 2022: 43 institutionsQ2 2022: 47 institutionsQ3 2022: 40 institutionsQ4 2022: 42 institutionsQ1 2023: 39 institutionsQ2 2023: 39 institutionsQ3 2023: 39 institutionsQ4 2023: 41 institutionsQ1 2024: 41 institutionsQ2 2024: 41 institutionsQ3 2024: 47 institutionsQ4 2024: 49 institutionsQ1 2025: 49 institutionsQ2 2025: 49 institutionsQ3 2025: 55 institutionsQ4 2025: 53 institutionsQ1 2026: 53 institutionsQ2 2026: 52 institutions
Value heldQ3 2025: $20.8M
Q1 2021: $19.1MQ2 2021: $21.4MQ3 2021: $23.2MQ4 2021: $33.4MQ1 2022: $49.1MQ2 2022: $46.0MQ3 2022: $28.5MQ4 2022: $31.9MQ1 2023: $29.5MQ2 2023: $27.6MQ3 2023: $25.9MQ4 2023: $28.7MQ1 2024: $23.7MQ2 2024: $24.8MQ3 2024: $26.7MQ4 2024: $30.5MQ1 2025: $21.0MQ2 2025: $20.7MQ3 2025: $20.8MQ4 2025: $19.8MQ1 2026: $18.0MQ2 2026: $21.2M
Institutions holding VALU and their total value by quarter
QuarterHoldersValue
Q2 202652$21.2M
Q1 202653$18.0M
Q4 202553$19.8M
Q3 202555$20.8M
Q2 202549$20.7M
Q1 202549$21.0M
Q4 202449$30.5M
Q3 202447$26.7M
Q2 202441$24.8M
Q1 202441$23.7M
Q4 202341$28.7M
Q3 202339$25.9M
Q2 202339$27.6M
Q1 202339$29.5M
Q4 202242$31.9M
Q3 202240$28.5M
Q2 202247$46.0M
Q1 202243$49.1M
Q4 202140$33.4M
Q3 202136$23.2M
Q2 202136$21.4M
Q1 202136$19.1M

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Value Line Inc; share changes are against Q2 2025.

Institutions holding VALU in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Neuberger Berman Group LLC114,473$4.47M0.00%+3,923+3.5%Added
BlackRock, Inc.80,131$3.13M0.00%−593−0.7%Reduced
Dimensional Fund Advisors LP63,250$2.47M0.00%−8,048−11.3%Reduced
Gabelli Funds LLC46,308$1.81M0.01%00.0%Unchanged
Teton Advisors, LLC29,958$1.17M0.72%+29,958New
Wells Fargo & Company26,648$1.04M0.00%+80+0.3%Added
Geode Capital Management, LLC24,611$961.9K0.00%+174+0.7%Added
Oppenheimer & Co Inc17,768$694.4K0.01%−3,882−17.9%Reduced
Vanguard Group Inc16,410$641.3K0.00%−522−3.1%Reduced
North Star Investment Management Corp.16,100$629.2K0.04%00.0%Unchanged
State Street Corp14,268$557.6K0.00%+450+3.3%Added
Renaissance Technologies LLC11,900$465.1K0.00%+100+0.8%Added
Capital Investment Counsel, Inc9,274$362.4K0.04%−600−6.1%Reduced
STRS Ohio9,200$359.5K0.00%00.0%Unchanged
Northern Trust Corp9,145$357.4K0.00%−612−6.3%Reduced
Millennium Management LLC8,552$334.2K0.00%+8,552New
Valmark Advisers, Inc.6,500$254.0K0.00%00.0%Unchanged
Arrowstreet Capital, Limited Partnership5,898$230.5K0.00%00.0%Unchanged
Susquehanna International Group, LLP5,790$226.3K0.00%−355−5.8%Reduced
Cloud Capital Management, LLC3,299$128.0K0.07%+3,299New
Rhumbline Advisers1,669$65.2K0.00%+53+3.3%Added
Morgan Stanley1,630$63.7K0.00%−257−13.6%Reduced
New York State Common Retirement Fund1,374$53.7K0.00%00.0%Unchanged
Barclays PLC1,132$44.2K0.00%−217−16.1%Reduced
JPMorgan Chase & Co817$31.9K0.00%+259+46.4%Added
Bank of America Corp803$31.4K0.00%+41+5.4%Added
Mirae Asset Global ETFs Holdings Ltd.463$18.1K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.400$15.6K0.00%00.0%Unchanged
State of Alaska, Department of Revenue400$15.0K0.00%+400New
Russell Investments Group, Ltd.317$12.4K0.00%+314+10,466.7%Added
Nisa Investment Advisors, LLC281$11.0K0.00%+35+14.2%Added
NBT Bank N A280$10.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)276$10.8K0.00%−217−44.0%Reduced
UBS Group AG270$10.6K0.00%+31+13.0%Added
Royal Bank of Canada267$10.0K0.00%+99+58.9%Added
FMR LLC236$9.23K0.00%−70−22.9%Reduced
BNP Paribas Arbitrage, SA213$8.32K0.00%+127+147.7%Added
Harbour Investments, Inc.126$4.92K0.00%00.0%Unchanged
CWM, LLC99$4.00K0.00%+55+125.0%Added
Ameritas Investment Partners, Inc.91$3.56K0.00%00.0%Unchanged
Legal & General Group Plc86$3.32K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.65$2.54K0.00%+65New
California State Teachers Retirement System58$2.27K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.46$2.00K0.00%+1+2.2%Added
Citigroup Inc36$1.41K0.00%−251−87.5%Reduced
GAMMA Investing LLC32$1.25K0.00%−2−5.9%Reduced
Amalgamated Bank33$1.00K0.00%00.0%Unchanged
Covestor Ltd12$1.00K0.00%+1+9.1%Added
Optiver Holding B.V.12$4690.00%+12New
Sterling Capital Management LLC6$2340.00%+3+100.0%Added
EverSource Wealth Advisors, LLC5$1950.00%+3+150.0%Added
IFP Advisors, Inc2$780.00%+1+100.0%Added
SBI Securities Co., Ltd.1$390.00%00.0%Unchanged
Essential Partners LLC1$390.00%00.0%Unchanged
Rothschild Investment LLC1$390.00%+1New
Teton Advisors, Inc.––––Not filed